SLF

Sun Life Financial Portfolio holdings

AUM $1.91B
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.94M
AUM Growth
-$795M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$124K
2
+$84.4K
3
+$83.3K
4
BKNG icon
Booking.com
BKNG
+$56.7K
5
IBM icon
IBM
IBM
+$42.5K

Top Sells

1
+$221M
2
+$81.4M
3
+$47.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$35.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$34.1M

Sector Composition

1 Utilities 0.69%
2 Industrials 0.63%
3 Financials 0.63%
4 Real Estate 0.52%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$39 ﹤0.01%
+9
477
$38 ﹤0.01%
+14
478
$38 ﹤0.01%
+5
479
$37 ﹤0.01%
+4
480
$35 ﹤0.01%
+2
481
$35 ﹤0.01%
+8
482
$35 ﹤0.01%
+5
483
$34 ﹤0.01%
+8
484
$33 ﹤0.01%
+7
485
$31 ﹤0.01%
+9
486
$31 ﹤0.01%
+5
487
$31 ﹤0.01%
+8
488
$30 ﹤0.01%
+3
489
$30 ﹤0.01%
+3
490
$29 ﹤0.01%
+4
491
$29 ﹤0.01%
+7
492
$29 ﹤0.01%
+2
493
$27 ﹤0.01%
+7
494
$26 ﹤0.01%
+38
495
$26 ﹤0.01%
+20
496
$23 ﹤0.01%
+5
497
$20 ﹤0.01%
+117
498
$19 ﹤0.01%
+2
499
$15 ﹤0.01%
+12
500
$15 ﹤0.01%
+300
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